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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Physician Wealth Advisors
Utah
$49M -$2.8M -43,015 -6%
ODFS
102
O'Donnell Financial Services
California
$48.7M +$866K +13,312 +2%
PWG
103
Private Wealth Group
Florida
$48.6M -$2.05M -31,549 -4%
IWP
104
IAG Wealth Partners
Wisconsin
$48.6M -$98.4K -1,513 -0.2%
PS
105
Principal Securities
Iowa
$47.8M +$4.88M +74,970 +12%
ES
106
Eagle Strategies
New York
$46.7M +$1.69M +26,032 +4%
AG
107
Ascent Group
Virginia
$46.4M +$103K +1,579 +0.2%
PWH
108
Priebe Wealth Holdings
Minnesota
$45.9M +$2.83M +43,547 +7%
HI
109
Harbour Investments
Wisconsin
$45.6M +$3.72M +57,131 +9%
CWM
110
CCG Wealth Management
California
$45.2M +$773K +11,882 +2%
DLIC
111
Daido Life Insurance Company
Japan
$45.2M
MFG
112
Merit Financial Group
Georgia
$44.7M +$3.01M +46,314 +8%
RAM
113
Revere Asset Management
Texas
$44.6M +$14.4M +220,906 +50%
KV
114
Kickstand Ventures
New York
$44.3M -$4.19M -64,388 -9%
LEFP
115
Leading Edge Financial Planning
Tennessee
$44.3M +$4.94M +75,935 +13%
SCA
116
Snowden Capital Advisors
New York
$43.8M -$187K -2,869 -0.4%
NSAM
117
North Star Asset Management
Wisconsin
$43.8M +$2.46M +37,755 +6%
CCFM
118
Clear Creek Financial Management
Washington
$42.4M -$10.5M -161,146 -20%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$42.2M -$1.27M -19,500 -3%
KFGK
120
Keystone Financial Group (Kentucky)
Kentucky
$41.3M +$39.8M +612,367 New
SFA
121
Sequoia Financial Advisors
Ohio
$41.2M -$421K -6,471 -1%
HPC
122
HM Payson & Co
Maine
$40.8M +$30.3M +466,306 +339%
SA
123
Sanctuary Advisors
Indiana
$40.6M -$12M -185,028 -24%
PWM
124
Penobscot Wealth Management
Maine
$40.6M +$1.29M +19,805 +3%
CWM
125
Cahaba Wealth Management
Georgia
$39.9M -$300K -4,612 -0.8%